Institutional Ownership Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO). We have compiled data on the 885 institutions that hold shares in the stock, with a total of 32.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
26,436
shares
|
$13.1 Million
0.1% of portfolio
|
Q2 2022
Added 43.23%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
26,275
shares
|
$13.1 Million
0.69% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
26,205
shares
|
$13 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
25,809
shares
|
$12.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Feb 13, 2025 Q4 2024 |
25,531
shares
|
$12.7 Million
1.78% of portfolio
|
Q4 2024
Added 53.52%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Feb 14, 2025 Q4 2024 |
25,494
shares
|
$12.7 Million
7.23% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Dudley & Shanley, Inc.
|
Jan 03, 2025 Q4 2024 |
25,403
shares
|
$12.6 Million
1.96% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
25,179
shares
|
$12.5 Million
0.05% of portfolio
|
Q4 2024
Added 27.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
25,167
shares
|
$12.5 Million
0.02% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
25,035
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
24,931
shares
|
$12.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
24,908
shares
|
$12.4 Million
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
24,212
shares
|
$12 Million
0.13% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
24,121
shares
|
$12 Million
5.88% of portfolio
|
Q4 2024
Added 20.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
23,923
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
23,119
shares
|
$11.5 Million
0.16% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,327
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
22,044
shares
|
$11 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Feb 11, 2025 Q4 2024 |
22,016
shares
|
$10.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
22,011
shares
|
$10.9 Million
0.04% of portfolio
|
Q4 2024
Added 503.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
21,843
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.15%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
21,723
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
21,611
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Added 198.74%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
20,774
shares
|
$10.3 Million
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
19,903
shares
|
$9.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.31%
|